Designations and Licenses

Morgan is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Morgan works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Morgan was an analyst at Highland Financial Advisors, where she prepared financial planning and investment data on comprehensive planning topics, coordinated client onboarding data collection processes and developed custom financial and investment plans for clients.

Morgan has a bachelor’s degree in financial planning with a minor in economics from William Paterson University of New Jersey.

Personal Interests

Away from the office, Morgan enjoys volunteering with FOWA Animal Rescue, traveling, reading, hiking with her dog and spending time at the beach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.